Portfolio (Quarterly)
Guide ↗
MILLER WEALTH ADVISORS, LLC
· CIK 0001908158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | Consumer Cyclical | 248,409.0 | $51.7M | 19.92% | -4K | -1.5% | $208.27 | +31.6% |
| 2 | XOM | EXXON MOBIL CORP | Energy | 291,513.0 | $49.5M | 19.04% | -2K | -0.8% | $169.66 | -12.8% |
| 3 | AAPL | APPLE INC | Technology | 159,448.0 | $40.5M | 15.58% | -2K | -1.2% | $253.79 | +23.1% |
| 4 | GOOG | ALPHABET INC | Communication Services | 121,287.0 | $34.8M | 13.40% | -1K | -1.1% | $286.86 | +34.6% |
| 5 | GOOGL | ALPHABET INC | Communication Services | 121,287.0 | $34.8M | 13.40% | -1K | -1.1% | $286.86 | +36.0% |
| 6 | MSFT | MICROSOFT CORP | Technology | 49,195.0 | $18.2M | 7.01% | +584.0 | +1.2% | $370.17 | +15.3% |
| 7 | NVDA | NVIDIA CORP | Technology | 71,493.0 | $12.5M | 4.80% | — | — | $174.40 | +22.8% |
| 8 | PLTR | PALANTIR TECHNOLOGIES IN | Technology | 56,583.0 | $8.3M | 3.19% | — | — | $146.28 | -2.0% |
| 9 | — | BERKSHIRE HATHAWAY | — | 6,327.0 | $3.0M | 1.17% | -110.0 | -1.7% | $479.20 | — |
| 10 | CAT | CATERPILLAR INC | Industrials | 1,056.0 | $748K | 0.29% | — | — | $708.46 | +25.3% |
| 11 | HON | HONEYWELL INTL INC | Industrials | 2,600.0 | $588K | 0.23% | — | — | $226.03 | +3.1% |
| 12 | SPY | STATE STREET SPDR S&P | Financial Services | 674.0 | $438K | 0.17% | — | — | $649.91 | +16.1% |
| 13 | CVX | CHEVRON CORP NEW | Energy | 1,930.0 | $399K | 0.15% | +610.0 | +46.2% | $206.85 | -11.5% |
| 14 | WMT | WALMART INC | Consumer Defensive | 2,736.0 | $340K | 0.13% | — | — | $124.28 | -4.6% |
| 15 | MBLY | MOBILEYE GLOBAL INC | Consumer Cyclical | 41,551.0 | $285K | 0.11% | — | — | $6.87 | +51.5% |
| 16 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 322.0 | $272K | 0.10% | — | — | $845.99 | +19.2% |
| 17 | DE | DEERE & CO | Industrials | 476.0 | $268K | 0.10% | — | — | $563.30 | -4.3% |
| 18 | INTC | INTEL CORP | Technology | 6,000.0 | $265K | 0.10% | -170.0 | -2.8% | $44.13 | +173.9% |
| 19 | META | META PLATFORMS INC | Communication Services | 400.0 | $229K | 0.09% | — | — | $572.13 | +11.0% |
| 20 | APA | APA CORP | Energy | 5,099.0 | $216K | 0.08% | — | — | $42.44 | -13.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.1%
Communication Services
27.3%
Consumer Cyclical
20.3%
Energy
19.7%
Industrials
0.7%
Financial Services
0.4%
Consumer Defensive
0.3%
Healthcare
0.1%
Utilities
0.0%
Basic Materials
0.0%